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Mainstay Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Mainstay Capital Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,400
Closed -$182K – 362
2018
Q3 		$182K Hold
3,400
– – 0.12% 103
2018
Q2 		$182K Hold
3,400
– – 0.14% 92
2018
Q1 		$185K Hold
3,400
– – 0.14% 94
2017
Q4 		$190K Buy
+3,400
New +$190K 0.16% 98

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mainstay Capital Management's USIG Position: Q4 2018 in Review

Mainstay Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2018, closing a stake of 3,400 shares — an estimated $182K sold.

Mainstay Capital Management first reported a position in USIG in Q4 2017 and held it in 4 quarters. The position peaked at $190K in Q4 2017. 136 funds tracked by Wall St. Rank hold USIG as of Q4 2018.

  • Mainstay Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 3,400 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $182K.
  • Mainstay Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Mainstay Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $190K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.